The Control Panel can be accessed from the X-Author Contracts ribbon tab. The Control Panel enables you to view all of the fields, sections, and tables in an Agreement document that uses the new FX2 format. To access the Control Panel, click Control Panel in the X-Author Contracts ribbon tab. The Control Panel opens in a side panel in Microsoft Word.


Note

From November 2015 release onwards, ensure that you have at least one smart field or smart clause in your agreement document to access the Control Panel ribbon tab in X-Author Contracts. Accordingly, you can view the Fields or Clauses tab within the Control Panel.

Within the Control Panel, you can view the fields and clauses that have been tagged within an Agreement document. The Control Panel lists all smart fields and clauses in the order they appear in the document.

  • Fields - You can view the Field Name and the previous value and the current value of that field.
  • Clauses - You can view the Clause Name, check if the content in the clause is changed or not and also mark the clause for deletion.

You can also use the Filters section above the field columns to filter the results in the Control Panel by selecting the following options for fields and clauses.

  • For fields, use Show changed fields only to list only those fields whose values have been changed and use Show fields for marking to list the fields with its field types which can be used for tagging.

           

  • For clauses, use Show changed clauses only to list only those clauses whose content has been changed and use Show clause library for marking to display the clause library to further mark a clause in the agreement document. You can also view the difference between the selected text and the text from the clause library. The red strike-through shows the deleted content and the content in blue shows the new content.

  • X-Author Contracts Control Panel is enhanced to show highlighted clause name in the Clauses tab of the Control Panel when you select any text of the corresponding clause in the body of the agreement document. This ensures that while deleting clauses from a document you don't accidentally delete a wrong clause.

Changing the position and the width of the Control Panel

When the Control Panel is opened up, you can move it to other locations within Microsoft Word. By clicking and holding on the title bar, you can move the Control Panel to the top, left, right, or bottom of Microsoft Word. You can also change the width of the Control Panel by using the left column of the Control Panel for Fields and Clauses tabs.

When you expand the Control Panel, the leftmost column also moves with the cursor. In cases where you decrease the size of the Control Panel to a greater extent, use the scroll bar to view the various columns. Even tooltips for each record in the fields tab help you view the previous and current value of each record.